Tag: Tax Guide Update

Last week’s commentary about how tolerance for risk changes with age prompted a few readers to respond. Most of the emails I received focused on defining what risk is. In the world of finance, risk has more than one definition. Risk questionnaires often try to assess a person’s willingness to incur a drop in a…

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Retirement Planning Strategies Following the 2017 Tax Act In the aftermath of the Tax Cuts and Jobs Act of 2017, this article discusses some strategies that retirees may want to consider. The lower tax rates and higher standard deductions make taking advantage of Roth…

Feature Article » Tax Guide Update: The Tax Cuts and Jobs Act and 2018 Taxes by AAII Staff A comprehensive overview of the changes affecting most individual investors, including tax rates, deductions and exemptions. AAII InvestoGraphic » The Cost of Panicking by AAII Staff Getting out of the market due to fear over falling…

On my must-read list is Warren Buffett’s annual letter to Berkshire Hathaway (BRK.B) shareholders. Even if you are not a Berkshire shareholder (like I am), the observations on the financial markets and investing are often priceless. This is year was no different. Though Buffett’s comments about acquisitions received the most attention after the latest letter…